See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,153 | $64,324-32.9% | $118,925-63.7% | $79,858-46.0% |
| Participation rate | 20.0% | 64.9%-44.9pp | 75.4%-55.4pp | 69.6%-49.6pp |
| Annual return | 12.43% | 86.45%-74.0pp | 35.88%-23.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $357 | $2,824-87.3% | $4,265-91.6% | $3,740-90.4% |
| Admin fee / account holder | $1,714 | $4,040-57.6% | $6,581-74.0% | $5,306-67.7% |